Purchase Invoice approval settings

Option

Description (if enabled)

All purchase invoices require approval

All purchase invoices submitted by users require approval by a Purchase Invoice Administrator, via My Work > My Approvals

Auto approve all purchase invoices (no purchase invoices require approval)

All purchase invoices will be approved automatically and will not require approving

Approvers can edit purchase invoices they approve

Approvers have the ability to edit purchase invoices that they can approve. If this is not ticked and the purchase invoice requires editing before it can be approved, the approver will need to reject the purchase invoice and request that the user who submitted it updates it and re-submits it before it can be approved

Approvers can edit net cost calculations

This allows approvers to edit the Net Cost column in a purchase invoice that they are approving from My Work > My Approvals

This field is automatically calculated based on the entered Gross Cost and Tax Rate, but in some cases you may wish to make manual adjustments to this figure

Allow users to select tax rates

Users can edit the Tax Rate of new purchase invoice items that are added to a draft purchase invoice (Expenses > Purchase Invoice Entry)

If this is not ticked, the tax rate applied will be that of the expense type chosen for the item (as set in Admin > Company Settings > Expense Types)